Purchases and Sales Made in Q2 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q2 2024. The information is specifically focused on institutions that hold shares of VANGUARD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.02M+ 80.25% |
$116M - $117M
|
4.53M
$263M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.14M+ 16.72% |
$65.9M - $66.4M
|
7.99M
$465M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.03MNew |
$59M - $59.5M
|
1.03M
$59.6M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
803K+ 234.36% |
$46.2M - $46.6M
|
1.15M
$66.6M
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
574KNew |
$33M - $33.3M
|
574K
$33.4M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
474K+ 11.12% |
$27.3M - $27.5M
|
4.73M
$275M
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
407K+ 169.92% |
$23.4M - $23.6M
|
647K
$37.6M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
390K+ 77.57% |
$22.4M - $22.6M
|
892K
$51.9M
|
|
Aug 13, 2024
Q2 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
381K+ 103.26% |
$21.9M - $22.1M
|
750K
$43.6M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
342K+ 1241.01% |
$19.7M - $19.8M
|
370K
$21.5M
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
315K+ 176.27% |
$18.1M - $18.3M
|
494K
$28.7M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
295K+ 38.09% |
$17M - $17.1M
|
1.07M
$62.2M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
253K+ 17.21% |
$14.6M - $14.7M
|
1.73M
$100M
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
236K+ 154.73% |
$13.6M - $13.7M
|
388K
$22.6M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
234K+ 13.64% |
$13.5M - $13.6M
|
1.95M
$113M
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
228K+ 119.87% |
$13.1M - $13.2M
|
418K
$24.3M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
227K+ 6.8% |
$13.1M - $13.2M
|
3.57M
$208M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
211K+ 44.86% |
$12.1M - $12.2M
|
681K
$39.6M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
195K+ 7.39% |
$11.2M - $11.3M
|
2.83M
$165M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
188K+ 110.75% |
$10.8M - $10.9M
|
358K
$20.8M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
187K+ 13.73% |
$10.8M - $10.9M
|
1.55M
$90.2M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
180KNew |
$10.4M - $10.4M
|
180K
$10.5M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
179K+ 6.1% |
$10.3M - $10.4M
|
3.12M
$181M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
177K+ 7.92% |
$10.2M - $10.3M
|
2.41M
$140M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
169K+ 99.83% |
$9.71M - $9.79M
|
338K
$19.6M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
164K+ 3804.47% |
$9.45M - $9.52M
|
169K
$9.8M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
162K+ 13.39% |
$9.3M - $9.37M
|
1.37M
$79.6M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
154KNew |
$8.84M - $8.91M
|
154K
$8.93M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
141K+ 14.05% |
$8.14M - $8.2M
|
1.15M
$66.8M
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
135K+ 469.75% |
$7.78M - $7.84M
|
164K
$9.54M
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
134K+ 323.97% |
$7.73M - $7.79M
|
176K
$10.2M
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
126K+ 40.31% |
$7.26M - $7.32M
|
439K
$25.5M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
123K+ 13.47% |
$7.06M - $7.12M
|
1.03M
$60.1M
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
114K+ 32.3% |
$6.58M - $6.63M
|
468K
$27.2M
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
113K+ 7.34% |
$6.53M - $6.58M
|
1.66M
$96.4M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
111K+ 9.94% |
$6.37M - $6.42M
|
1.22M
$71.2M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
104KNew |
$6M - $6.04M
|
104K
$6.06M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99K+ 5.67% |
$5.7M - $5.74M
|
1.85M
$107M
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
93.8KNew |
$5.4M - $5.44M
|
93.8K
$5.46M
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
92.7K+ 17.56% |
$5.34M - $5.38M
|
621K
$36.1M
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
92.2K+ 436.5% |
$5.31M - $5.35M
|
113K
$6.59M
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
85.6K+ 298.87% |
$4.93M - $4.97M
|
114K
$6.65M
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
80.3KNew |
$4.62M - $4.66M
|
80.3K
$4.67M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
79.6K+ 316.08% |
$4.58M - $4.62M
|
105K
$6.09M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.9K+ 4.35% |
$4.2M - $4.23M
|
1.75M
$102M
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
72.5K+ 96.67% |
$4.17M - $4.2M
|
147K
$8.57M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
71K+ 80.9% |
$4.09M - $4.12M
|
159K
$9.23M
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
70.5K+ 3.11% |
$4.06M - $4.09M
|
2.34M
$136M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
69.1K+ 4.65% |
$3.97M - $4.01M
|
1.55M
$90.4M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
68.1K+ 28.86% |
$3.92M - $3.95M
|
304K
$17.7M
|